Paraplanner - Wrexham

An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. Our client is an appointed representative of St. James’s Place Wealth Management.

The successful candidate will be responsible for the Paraplanning within this highly successful Practice. They need to be highly skilled in writing suitability reports on Pensions, IHT Planning, EIS/VCTs amongst others. Candidates need to have knowledge and experience in cash flow modelling. Although further training will be provided.

The candidate we are seeking should love to gather information and follow through on the information. Attention to detail is paramount for this role.

Essential skills required:

- The ability to produce comprehensive, accurate and clear Suitability Reports using a combination of standar...